-37.6%
RKT vs IBKR
+46.7%
-84.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -1.1% |
| 7D | -6.3% | -1.3% | -4.9% | -5.7% |
| 30D | -6.2% | -0.2% | -6.0% | -6.4% |
| 3M | -1.9% | +3.0% | -4.8% | -4.7% |
| 6M | -13.0% | +33.9% | -46.9% | -26.7% |
| YTD | -31.9% | +42.5% | -74.4% | -44.1% |
| 1Y | -37.6% | +44.9% | -82.4% | -49.7% |
| All | -37.6% | +46.7% | -84.3% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling